Reports Introduction

Reports are data visualization and reporting tools that enable you to create dynamic reports from Object data. Reports use materialized views for performance optimization and support multiple chart types and visualization options.

What are Reports?

Reports enable you to:

Visualize Data: Create charts and tables from Object data
Build Complex Queries: Configure queries with joins, filters, grouping, and sorting
Optimize Performance: Use materialized views to cache query results
Multiple Chart Types: Display data as bar charts, line charts, pie charts, tables, and more
Filter and Analyze: Apply filters and analyze data interactively
Export Data: Export report data to Excel and other formats

How Reports Work

Materialized Views

Reports use PostgreSQL materialized views to cache complex query results:

Performance: Materialized views provide fast data retrieval for dashboards and reports
Automatic Refresh: Views can be refreshed when underlying data changes
Query Optimization: Complex queries are executed once and cached for reuse

Report Configuration

Each report consists of:

Name: Unique identifier for the report
Description: Optional description explaining the report's purpose
Chart Type: The type of visualization (BAR, LINE, PIE, TABLE, etc.)
Query Configuration: Tables, joins, fields, filters, grouping, and sorting
Chart Settings: Visualization appearance and behavior settings
Object Association: Associated Objects that serve as data sources

Query Building

Reports build SQL queries dynamically based on configuration:

Tables: Select source tables from Objects
Joins: Configure relationships between tables
Fields: Choose which fields to display
Filters: Apply WHERE conditions to filter data
Grouping: Group data by fields for aggregation
Sorting: Sort results by fields

Report Types

Chart Reports

Visual representations of data:

Bar Chart: Compare values across categories
Line Chart: Show trends over time
Pie Chart: Display proportions and percentages
Table: Display data in tabular format

Data Reports

Tabular and detailed data views:

Table View: Standard table with rows and columns
Pivot Table: Cross-tabulated data analysis
Summary Reports: Aggregated data summaries

Key Features

Dynamic Query Building

Reports build SQL queries dynamically from configuration, allowing flexible report creation without writing SQL directly.

Materialized View Management

Automatic Creation: Materialized views are created automatically when reports are saved
Refresh Management: Views can be refreshed manually or automatically
Update Tracking: System tracks when views need to be refreshed

Visualization Options

Multiple Chart Types: Choose from various chart types based on data
Customizable Settings: Configure chart appearance, colors, labels, and more
Interactive Charts: Click on chart elements for drill-down and filtering

Filtering and Analysis

Where Conditions: Apply filters to narrow down data
Having Conditions: Filter aggregated data
Additional Filters: Apply runtime filters when viewing reports
Drill-Down: Navigate to detailed views from summary data

Export Capabilities

Excel Export: Export report data to Excel files
Formatted Output: Export with formatting and styling
Large Datasets: Handle large datasets efficiently

Using Reports

Reports can be:

Created: Define new reports with query configuration and visualization settings
Edited: Modify existing reports and their configurations
Executed: Run reports to view data and visualizations
Embedded: Embed reports in dashboards and Builder pages
Exported: Export report data to Excel and other formats
Cloned: Clone existing reports to create similar reports quickly

Getting Started

Creating Reports: Learn how to create reports with step-by-step instructions
Configuring Report Settings: Configure general settings, chart settings, KPI settings, drill-down, and more
Configure Fields: Add Show fields and Group By fields
Apply Filters: Set up WHERE and HAVING conditions
Choose Visualization: Select chart type and configure settings
Test and Refine: Execute reports and refine configurations as needed

Creating Reports - Step-by-step guide to creating reports
Configuring Report Settings - Detailed guide to all report settings
Objects Introduction - Understand the data sources used in reports
Workflows Introduction - Learn about workflows associated with reports
Builder Introduction - Learn how to use reports in Builder pages
Datagrids Introduction - Understand how reports relate to datagrids

Reports Introduction

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